See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MMA SECURITIES LLC3 years Filed as: MMC SECURITIES Service code 27 PO BOX 28405 · NEW YORK, NY 10087 | Advisory (Plan) | $51,750 |
T ROWE PRICE RPS INC4+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,680 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,422 | $70,083+7.6% | $59,878+26.0% | $55,725+35.3% |
| Participation rate | 95.9% | 78.4%+17.6pp | 74.7%+21.2pp | 70.9%+25.1pp |
| Annual return | -3.29% | 3.13%-6.4pp | 3.46%-6.8pp | 244.93%-248.2pp |
| Employer contribution / active EE | $1,959 | $2,878-32.0% | $2,722-28.0% | $2,078-5.8% |
| Participant deferral / active EE | $6,169 | $3,079+100.4% | $3,402+81.3% | $3,356+83.8% |
| Admin fee / account holder | $56 | $70-21.0% | $3,590-98.5% | $115-51.8% |